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Global Investment Views - January 2021
Tuesday 22 December 2020
Global Investment Views - January 2021 - CIO Views
2020 has been an unprecedented year in modern history, with the Covid-19 pandemic leading to the deepest global recession post World War II that has affected the most countries simultaneously since the 1870s (World Bank). This big shock is not going to reverse completely, and the old normal will not return as it used to be...
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11/01/2021
Research / Market
Cross Asset Investment Strategy - January 2021
Find the latest edition of the monthly publication of our Research Team.
18/01/2021
Research / Market
Italy: ECB's umbrella to protect bond market, despite uncertain political situation
Political situation: On 13 January, Italia Viva – a minor coalition partner led by former Prime Minister Matteo Renzi – pulled out of the ruling coalition, leaving the government short of a majority in the Senate. However, we believe that snap elections are unlikely for now. In our view, the most likely scenarios are: Prime Minister Giuseppe Conte could seek to win a confidence vote, with support from parties both inside and outside the ruling majority and also unaffiliated lawmakers (Gruppo Misto); Conte could step down, triggering a new round of talks that could eventually lead to a new administration, headed by Conte himself or another Prime Minister, with support from the same alliance; or a caretaker administration could be appointed to manage the government until the next election.
15/01/2021
ESG
How to capture the potential premium of companies on an improving ESG trajectory?
The “ESG Improvers”, is a new philosophy aiming to deliver additional Alpha by employing a dynamic approach to ESG with a forward looking perspective, seeking tomorrow’s ESG winners.